Investment Banking Specialist Jobs in Palm Beach Gardens, FL
An Investment Banking Specialist in the finance industry operates as a bridge between investors and organizations, governments, or other entities that need capital. They assist clients in raising funds in the capital markets, provide strategic advisory services for mergers, acquisitions, and other types of financial transactions, and offer institutional sales and trading services. They are crucial in providing expertise and advice to clients in evaluating, structuring, and negotiating transactions. This role entails a high level of financial analysis, assessment of financial reports, market trends, and industry competition. Moreover, they are often involved in project and deal management activities.
Key skills for an Investment Banking Specialist include a solid understanding of financial modeling and valuation, strong analytical and problem-solving skills, exceptional communication and presentation skills, and the ability to work in a high-pressure, fast-paced environment. Certifications such as the Chartered Financial Analyst (CFA) or Series 7 and 63 licensing can be advantageous. Prior to becoming an Investment Banking Specialist, individuals might have roles such as Investment Banking Analyst, Associate, or even roles within Corporate Finance or Equity Research divisions.
- West Palm Beach, FL (5 miles from Palm Beach Gardens, FL)
- 1 day ago
- West Palm Beach, FL (5 miles from Palm Beach Gardens, FL)
- 1 day ago
The ideal candidate will have 3-5 years of experience in investment analysis, private equity, asset management, or corporate finance....
Senior Wealth Strategist - Centralized Planning Group
- Palm Beach Gardens, FL
- 2 days ago
- Palm Beach Gardens, FL
- 2 days ago
Preferred Skills Capital Management, Client Prospecting, Client Relationship Building, Competitive Advantages, Decision Making, Financial Operations, Investment Banking, Revenue Recognition Competencies...
Wealth Strategist III - Centralized Planning Group
- Palm Beach Gardens, FL
- 2 days ago
- Palm Beach Gardens, FL
- 2 days ago
Preferred Skills Capital Management, Client Prospecting, Client Relationship Building, Competitive Advantages, Decision Making, Financial Operations, Investment Banking, Revenue Recognition Competencies...
Senior Wealth Strategist - Centralized Planning Group
- Palm Beach Gardens, FL (7 miles from Palm Beach Gardens, FL)
- 2 days ago
- Palm Beach Gardens, FL (7 miles from Palm Beach Gardens, FL)
- 2 days ago
Preferred Skills Capital Management, Client Prospecting, Client Relationship Building, Competitive Advantages, Decision Making, Financial Operations, Investment Banking, Revenue Recognition Competencies...
Wealth Strategist III - Centralized Planning Group
- Palm Beach Gardens, FL (7 miles from Palm Beach Gardens, FL)
- 3 days ago
- Palm Beach Gardens, FL (7 miles from Palm Beach Gardens, FL)
- 3 days ago
Preferred Skills Capital Management, Client Prospecting, Client Relationship Building, Competitive Advantages, Decision Making, Financial Operations, Investment Banking, Revenue Recognition Competencies...
Investment Banking Analyst Work
- West Palm Beach, FL (5 miles from Palm Beach Gardens, FL)
- 12 days ago
- West Palm Beach, FL (5 miles from Palm Beach Gardens, FL)
- 12 days ago
My own background is w two large very well known investment banking firms for 35 plus years. post id: ... [ ]...
U.S. Private Bank - Investment Specialist - Vice President
- Palm Beach, FL (8 miles from Palm Beach Gardens, FL)
- 23 days ago
- Palm Beach, FL (8 miles from Palm Beach Gardens, FL)
- 23 days ago
funds, private equity and alternative investments Ability to execute trades smoothly and seamlessly and tasked with managing brokerage activity Sales experience including: profiling, overcoming objections...
Wealth Strategist Sales Associate
- Palm Beach, FL (8 miles from Palm Beach Gardens, FL)
- 30+ days ago
- Palm Beach, FL (8 miles from Palm Beach Gardens, FL)
- 30+ days ago
About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud...
Demographic Data for Palm Beach Gardens, FL
Moving to Palm Beach Gardens, FL? Find some basic demographic data about Palm Beach Gardens, FL below.
Investment Banking Specialist Online Courses and Training Opportunities
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Salary for Investment Banking Specialist Jobs in Palm Beach Gardens, FL
Required or preferred licenses and certifications for Investment Banking Specialist positions.
Highest Education Level
Investment Banking Specialists in Palm Beach Gardens, FL offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Investment Banking Specialist position
- Asset Allocation
- Equity Research
- FactSet
- Alternative Investments
- Mutual Funds
- Wealth Management
- Financial Modeling
- Corporate Development
- Equities
- Derivatives
- Corporate Finance
- Hedge Funds
- Venture Capital
- Balance Sheets
- Investment Analysis
- Capital Markets
- Fixed Income
- Valuation
- Investor Relations
- Investment Banking
- Investment Management
- Client Relationships
- Private Equity
- Financial Analysis
- Quantitative Analysis
- Financial Services
- Portfolio Management
- Due Diligence
- Asset Management
- Mergers & Acquisitions
- Visual Basic for Applications
- Modeling
- Acquisitions
- Finance
- Reimbursement
- Accounting
- Strategy Development
- Risk Management
- Business Development
- Decision Making
- Presentation
- Verbal Communication
- Flexibility
- Collaboration
- Budgets
- Interpersonal Skills
- Reporting
- Bachelor's Degree
- Microsoft PowerPoint
- Sales
- Microsoft Excel
- Microsoft Office
- Problem Solving
- Research Skills
- Organization
- Leadership
- Communication Skills
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